ISHARES TR - IBONDS 27 TRM TS (IBTH)

CUSIP: 46436E841

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / IBONDS 27 TRM TS
Total 13F shares
54,951,983
Share change
+3,938,054
Total reported value
$1,235,711,805
Price per share
$22.49
Number of holders
252
Value change
+$88,694,565
Number of buys
161
Number of sells
66

Security key

46436E841

Report period

Q2 2025

Institutions

252

Top holders

10

Top shareholders of IBTH - ISHARES TR - IBONDS 27 TRM TS (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of ISHARES TR - IBONDS 27 TRM TS (IBTH) as of Q2 2025

As of 30 Jun 2025, ISHARES TR - IBONDS 27 TRM TS (IBTH) was held by 252 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 54,951,983 shares. The largest 10 holders included HM PAYSON & CO, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, GLOBALT Investments LLC / GA, WELLS FARGO & COMPANY/MN, TRUE Private Wealth Advisors, ENVESTNET ASSET MANAGEMENT INC, Focus Partners Wealth, NewEdge Advisors, LLC, and LPL Financial LLC. This page lists 254 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
240
Q2 2025 holders
252
Holder diff
12
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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